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Name Holding Trade Value Shares
Change
Change in
Stake
CT
2101
Columbia Trust
Oregon
$345K +$32.8K +130 +10%
MP
2102
McDonald Partners
Ohio
$344K +$9.34K +37 +3%
WCA
2103
Westover Capital Advisors
Delaware
$342K +$5.3K +21 +2%
CCB
2104
Cutter & Co Brokerage
Missouri
$342K +$29K +115 +9%
MA
2105
MONECO Advisors
Connecticut
$341K +$24K +95 +7%
WAM
2106
Wolverine Asset Management
Illinois
$341K +$327K +1,296 +1,178%
ER
2107
Enlightenment Research
Florida
$340K -$278K -1,100 -44%
FWM
2108
FSA Wealth Management
Massachusetts
$340K – – –
CT
2109
Caldwell Trust
Florida
$340K – – –
BA
2110
Bridgewater Associates
Connecticut
$339K -$5.2M -20,596 -94%
SF
2111
Symphony Financial
Texas
$339K -$678K -2,686 -63%
FNBOSM
2112
First National Bank of South Miami
Florida
$338K +$216K +856 +160%
CFA
2113
Capstone Financial Advisors
Illinois
$337K -$52.5K -208 -13%
KCM
2114
Kathmere Capital Management
Pennsylvania
$336K +$16.4K +65 +5%
FWP
2115
Firethorn Wealth Partners
Georgia
$335K – – –
CFA
2116
CWS Financial Advisors
Michigan
$335K +$15.7K +62 +5%
GSEP
2117
Golden State Equity Partners
California
$334K -$116K -461 -25%
RIG
2118
Roosevelt Investment Group
New York
$332K -$106K -418 -23%
CCG
2119
Cypress Capital Group
Florida
$332K -$79.3K -314 -19%
AWG
2120
Altus Wealth Group
Colorado
$330K +$15.7K +62 +5%
IBOK
2121
Independence Bank of Kentucky
Kentucky
$328K -$39.4K -156 -10%
SQA
2122
Simon Quick Advisors
New Jersey
$328K -$3.79K -15 -1%
CCM
2123
Compton Capital Management
Rhode Island
$328K – – –
ECAM
2124
East Coast Asset Management
Massachusetts
$328K – – –
MIM
2125
Montgomery Investment Management
Maryland
$328K – – –